Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Federated Hermes MDT Small Cap Core Fund · QASCX, QCSCX, QISCX, QLSCX | 72% | 0.88% | — |
| 2 | Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund · VSFAX, VSFCX, VSFIX, VSFRX, VSFSX | 56% | 0.82% | — |
| 3 | Federated Hermes MDT Small Cap Growth Fund · QASGX, QCSGX, QISGX, QLSGX | 50% | 0.88% | — |
| 4 | Schwab Small-Cap Equity Fund · SWSCX diff. adviser | 29% | 1.09% | Charles Schwab Investment Management, Inc. |
| 5 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX diff. adviser | 27% | 0.52% | AQR Capital Management, LLc |
| 6 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX diff. adviser | 26% | 0.50% | Allspring Funds Management, LLC |
| 7 | Franklin U.S. Small Cap Equity Fund · LMBAX, LMBCX, LGSCX, LMBRX, LMSIX, LMBMX diff. adviser | 25% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 25% | 0.32% | — |
| 9 | Principal U.S. Small-Cap ETF · PSC diff. adviser | 25% | 0.38% | Principal Global Investors, LLC |
| 10 | LVIP JPMorgan Small Cap Core Fund diff. adviser | 24% | 0.75% | Lincoln Financial Investments Corporation |
| 11 | Penn Series Small Cap Index Fund diff. adviser | 24% | 0.71% | Penn Mutual Asset Management, LLC |
| 12 | LVIP SSGA Small-Cap Index Fund diff. adviser | 24% | 0.38% | Lincoln Financial Investments Corporation |
| 13 | EQ/Small Company Index Portfolio diff. adviser | 24% | 0.38% | Equitable Investment Management Group, LLC |
| 14 | First Trust Active Factor Small Cap ETF · AFSM diff. adviser | 24% | 0.75% | First Trust Advisors L.P. |
| 15 | Venerable Small Cap Index Fund diff. adviser | 24% | 0.45% | Venerable Investment Advisers, LLC |
| 16 | AQR Small Cap Multi-Style Fund · QSMLX, QSMNX, QSERX diff. adviser | 24% | 0.80% | AQR Capital Management, LLc |
| 17 | Schwab Small-Cap Index Fund · SWSSX cheaper diff. adviser | 24% | 0.04% | Charles Schwab Investment Management, Inc. |
| 18 | SA Small Cap Index Portfolio diff. adviser | 24% | 0.41% | SunAmerica Asset Management, LLC |
| 19 | Nuveen Quant Small Cap Equity Fund · TISEX, TCSEX, TRSEX, TSRPX, TSCHX, TSCWX cheaper diff. adviser | 24% | 0.00% | Teachers Advisors, LLC |
| 20 | JPMorgan U.S. Small Company Fund · JSCSX, JUSSX, JTUAX, JTUCX, JSCZX, JUSMX, JUSYX, JUSPX, JUSQX diff. adviser | 24% | 0.72% | J.P. Morgan Investment Management, Inc. |
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